Axa
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Axa’s WSFS Financial WSFS Stock Holding History

Axa’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-85,734
Closed -$4.72M – 1028
2025
Q2 		$4.72M Buy
+85,734
New +$4.45M 0.01% 579
2017
Q4 		– Sell
-4,400
Closed -$215K – 1402
2017
Q3 		$215K Buy
+4,400
New +$198K ﹤0.01% 1258
2017
Q2 		– Sell
-4,400
Closed -$202K – 1311
2017
Q1 		$202K Hold
4,400
– – ﹤0.01% 1222
2016
Q4 		$204K Buy
+4,400
New +$177K ﹤0.01% 1208
2014
Q2 		– Sell
-12,720
Closed -$303K – 1439
2014
Q1 		$303K Sell
12,720
-25,980
-67% -$625K ﹤0.01% 1155
2013
Q4 		$1M Buy
38,700
+2,700
+8% +$63.1K ﹤0.01% 918
2013
Q3 		$723K Buy
36,000
+6,963
+24% +$139K ﹤0.01% 929
2013
Q2 		$507K Buy
+29,037
New +$482K ﹤0.01% 964

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Axa's WSFS Position: Q3 2025 in Review

Axa sold out of WSFS Financial (WSFS) in Q3 2025, closing a stake of 85,734 shares — an estimated $4.72M sold.

Axa first reported a position in WSFS in Q2 2013 and held it in 8 quarters. The position peaked at $4.72M in Q2 2025. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • Axa reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
  • Axa sold 85,734 WSFS Financial shares in Q3 2025, an estimated $4.72M.
  • Axa first reported a position in WSFS Financial in Q2 2013 and held it in 8 quarters.
  • Axa's WSFS Financial position peaked at $4.72M in Q2 2025.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.